User journey

Understand your wealth in minutes, not hours.

We built Wealth Tracker to guide you from your very first login to a habit of confident financial decisions.

Email and social logins are supported so you can get started instantly.

Journey

From first step to lasting clarity

Every screen is intentional. We meet new users with reassurance, explain what to add next, and end with a living picture of their financial life.

01

Step 1

Getting started

Arrive on the homepage to a clear promise—"Understand your wealth in minutes." Sign up with email or social login and you are in.

02

Step 2

Add your first assets

Friendly prompts walk you through entering your home, savings, investments, car, or other valuables with plain-language explanations.

03

Step 3

Add liabilities

Capture mortgages, loans, and credit lines. Wealth Tracker automatically builds repayment timelines so you can see future balances.

04

Step 4

Get the first snapshot

Total assets, total liabilities, and net worth light up with trend lines so users finally see the full picture.

05

Step 5

Explore insights

Dive deeper into growth, interest costs, and long-term projections—always communicated in approachable language.

06

Step 6

Build a habit

Gentle nudges suggest home revaluations, quarterly investment reviews, loan check-ins, and savings goal tracking to keep momentum.

Snapshot

A living picture the moment data is added

Totals update instantly so the payoff for adding information is immediate and undeniable.

Total assets

DKK 8.2M

Auto-refreshed nightly

Total liabilities

DKK 3.1M

Repayment timelines attached

Net worth

DKK 5.1M

+3.4% vs. last month

What users feel

“I finally see everything in one place.”

It’s the aha moment when the dashboard breathes for the first time—no more “I think…”, just “I know.”

Insights

Plain-language explanations

We translate complex analytics into sentences that anyone can understand without a finance degree.

  • How has my net worth grown month over month?
  • How much interest am I scheduled to pay this year?
  • Which assets are growing fastest or lagging behind?
  • What could my wealth look like 5, 10, or 20 years out?

Habits

Awareness without the effort

Automated reminders keep financial hygiene on track even when life gets busy.

  • Annual home revaluation Each January
  • Quarterly investment review March · June · September · December
  • Loan health check Every other month
  • Savings goal pulse Monthly

Benefits

How new users benefit

We anchor every feature to the emotional outcomes people ask for most.

Immediate clarity

Go from guesses to precise knowledge of assets, liabilities, and net worth.

Confidence

Seeing the whole picture dissolves anxiety and reinforces better money habits.

Better decisions

Model faster loan paydowns, higher investments, or purchasing a new home before acting.

Long-term perspective

Understand how today’s choices ripple across the next decade using clear projections.

Ready when you are

Clarity, confidence, and better decisions start here

Connect assets and liabilities today—your future self will thank you.